This topic explains several preformatted reports that assist you in the picking of production batch materials, ticketing of materials to use in production, evaluating scheduled batch and firm planned order production activities, assessing variances in actual and calculated batch yield, and evaluating unusual usage cost variances. The procedures for running the Item Substitution for Batches, Ingredient Picking, and Migration Recreate Open Batches concurrent programs are presented.
This chapter covers the following topics:
The Batch Pick List report identifies the material that must be picked for production batches. If you allocate ingredients before releasing batches, then the Batch Pick List report identifies the lots that must be picked and the warehouse locations. Use the Batch Pick List report as a guide to picking material before actual allocation.
See: Oracle E-Business Suite User's Guide
To submit the Batch Pick List report
Navigate to the Submit Request window.
Enter Batch Pick List in the Name field.
Enter any of the following fields to narrow the scope of the report:
From Batch No is the number of the first batch to include on the report.
To Batch No is the number of the last batch to include on the report.
From Subinventory is the subinventory where the ingredients are picked.
To Subinventory is the subinventory where the ingredients are transferred.
From Planned Start Date is the initial starting date in the range to report. Only batches that start on or after this date are included on the report.
To Planned Start Date is the final starting date in the range to report. Only batches that start on or before this date are included on the report.
Select one of the following to indicate how to sort the report:
Batch No to sort the report by batch document numbers.
Subinventory, Item, Locator to sort the report by warehouse, item, and location.
Click OK.
Complete the fields on the Submit Request window.
Click Submit.
View or print the report.
The following table lists and describes various fields on the Batch Pick List report:
| Field Name | Description |
|---|---|
| Subinventory | Displays the code for the subinventory where the ingredient are picked. |
| Locator | Displays the locator in the subinventory where the ingredients are picked. |
| Item | Displays the code and description of the item picked. |
| Batch | Displays the number of the batch where the item is an ingredient. |
| Line | Displays the ingredient line number. |
| Recipe | Displays the recipe code. |
| Planned Qty | Displays the planned quantity in the primary unit of measure for the batch. |
| Planned Start Date | Displays the planned start date and time for the batch. |
| Planned Inventory Qty | Displays the planned quantity in the inventory. |
| Actual Start Date | Displays the actual start date and time for the batch. |
| Lot | Displays the lot picked for the batch if the item is lot-controlled. |
| Reserved Qty | Displays the reserved material quantity for the batch. |
| UOM | Displays the primary unit of the measure for the item. |
| Secondary Qty | Displays the reserved material quantity for the batch in the secondary unit of measure, if the item is dual unit of measure controlled. |
| UOM | Displays the secondary unit of measure for the item. |
| Total Reserved | Displays the total quantity of material reserved for the batch. |
The Batch Ticket report prints batch tickets that identify the batch document number and include information about the recipe used to produce the batch, planned start date, planned completion date, required completion date, and specific items and item quantities used in manufacturing the batch. Specify the order that batches are sorted and where to print the report.
See: Oracle E-Business Suite User's Guide
To submit the Batch Ticket report
Navigate to the Submit Request window.
Enter Batch Ticket in the Name field.
Enter any of the following fields to narrow the scope of the report:
From Batch No is the number of the first batch to include on the report.
To Batch No is the number of the last batch to include on the report.
From Planned Start Date is the initial starting date in the range to report. Only batches that start on or after this date are included on the report.
To Planned Start Date is the final starting date in the range to report. Only batches that start on or before this date are included on the report.
Select one of the following to indicate how to sort the report:
Batch No to sort the report by batch document number.
Start Date and Batch No to sort the report by start date and the batch document number.
Click OK.
Complete the fields on the Submit Request window.
Click Submit.
View or print the report.
The following table lists and describes various fields on the Batch Ticket report:
| Field Name | Description |
|---|---|
| Batch | Displays the organization code where the batch is scheduled for production and the batch document number. |
| Recipe | Displays the recipe used to produce the batch. |
| Version | Displays the recipe version number. |
| Formula | Displays the formula used to produce the batch. |
| Version | Displays the batch formula version number. |
| Routing | Displays the routing used to produce the batch. |
| Version | Displays the routing version number. |
| Planned Start Date | Displays the planned start date and time for the batch. |
| Planned Completion Date | Displays the planned completion date and time for the batch. |
| Required Completion Date | Displays the batch due date. |
| Product | Displays the following batch ticket information about the product:
|
| Ingredient | Displays the following batch ticket information about each ingredient in the product:
|
| Byproduct | Displays the following batch ticket information about any byproducts in the product:
|
| Steps | Displays all batch steps associated with the listed Batch.
|
The Planned Production Activity report shows scheduled batch and firm planned order production activities. Unreleased batches that have a status of Pending are reported. Specify the range of batches or firm planned orders, the date range, the sort order, and where to print the report.
See: Oracle E-Business Suite User's Guide
To submit the Planned Production Activity report
Navigate to the Submit Request window.
Enter Planned Production in the Name field.
Enter any of the following fields to narrow the scope of the report:
From Document is the initial batch to include on the report.
To Document is the final batch to include on the report.
From Planned Start Date is the initial starting date in the range to report. Only batches that start on or after this date are included on the report.
To Planned Start Date is the final starting date in the range to report. Only batches that start on or before this date are included on the report.
Select one of the following to indicate how to sort the report:
Recipe, Version, Start Date to sort the report by batch recipe, version, and batch start date.
Start Date, Recipe, Version to sort the report by batch start date, recipe, and version.
Click OK.
Complete the fields on the Submit Request window.
Click Submit.
View or print the report.
The following table lists and describes various fields on the Planned Production Activity report:
| Field Name | Description |
|---|---|
| Document From | Displays the number of the first batch or firm planned order that you specified in the range to report. |
| To | Displays the last batch or firm planned order number specified in the range to report. |
| Planned Start Date From | Displays the first start date specified in the range to report. |
| To | Displays the last start date specified in the range to report. |
| Type | Displays the document type as:
|
| Document | Displays the document number of the batch or firm planned order. |
| Recipe | Displays the recipe used to produce the batch or firm planned order. |
| Version | Displays the recipe version number. |
| Start Date | Displays the planned start date for the batch or firm planned order. |
| End Date | Displays the planned end date of the batch or firm planned order. |
The Batch Yield Variance report displays the actual and calculated batch yield. The report helps you evaluate differences between specified recipe yield and actual batch yield. Variances are calculated based on the accounting cost for each item used in the batch. You can specify a date range, an item range, and a range of batches, the sort order, and where to print the report.
See: Oracle E-Business Suite User's Guide
To submit the Batch Yield Variance report
Navigate to the Submit Request window.
Enter Batch Yield Variance in the Name field.
Enter any of the following fields to narrow the scope of the report:
From Item is the initial item to include on the report.
To Item is the final item to include on the report.
From Batch No is the initial batch to include on the report.
To Batch No is the final batch to include on the report.
From Start Date is the initial starting date in the range to report. Only batches that start on or after this date are included on the report.
To Start Date is the final starting date in the range to report. Only batches that start on or before this date are included on the report.
Select one of the following to indicate how to sort the report:
Batch No to sort the report by batch document number.
Start Date and Batch No to sort the report by start date and the batch document number.
Click OK.
Complete the fields on the Submit Request window.
Click Submit.
View or print the report.
The following table lists and describes various fields on the Batch Yield Variance report:
| Field Name | Description |
|---|---|
| Currency | Displays the currency used in the calculations. For example, USD is United States dollars. |
| Batch | Displays the batch document number. |
| Recipe | Displays the recipe used to produce the batch. |
| Version | Displays the recipe version number. |
| Batch Size | Displays the planned quantity of the primary product. |
| Item | Displays the code of the item produced by the batch. |
| Revision | Displays the revision of the item produced by the batch. |
| Description | Displays a description of the item. |
| Accounting Value | Displays the planned or formula cost of the product produced by the batch. This is calculated by multiplying the Unit Cost by the Accounting Yield quantity. |
| Accounting Yield | Displays the quantity produced by the formula. |
| UOM | Displays the unit of measure for the item produced by the batch. |
| Actual Value | Displays the actual cost of the product. This is calculated by multiplying the Unit Cost by the Actual Yield. |
| Actual Yield | Displays the actual quantity that the batch yields. |
| Quantity Variance | Displays the difference between the Actual Yield and the Accounting Yield. |
| Value Variance | Displays the difference between the Accounting Value and the Actual Value. |
| Variance (%) | Displays as the (Quantity Variance/Accounting Yield) * 100%. |
| Batch Value Variance | Displays the sum of all value variances. |
The Material Usage and Substitution Variance report displays the actual and calculated batch yield. The report identifies batches with unusual usage costs and provides a cost comparison and variance of actual costs against the standard usage that must be incurred as setup for each formula. Variances are calculated based on the accounting cost for each item used in the batch. Specify a date range, an item range, and a range of batches, the sort order, and where to print the report. Variance is calculated based on the effective item that is the substitute item, as of the planned start date of the batch.
See: Oracle E-Business Suite User's Guide
To submit the Material Usage and Substitution Variance report
Navigate to the Submit Request window.
Enter Material Usage and Substitution Variance In the Name field.
Enter any of the following fields to narrow the scope of the report:
From Item is the initial item to include on the report.
To Item is the final item to include on the report.
From Batch No is the initial batch to include on the report.
To Batch No is the final batch to include on the report.
From Start Date is the initial starting date in the range to report. Only batches that start on or after this date are included on the report.
To Start Date is the final starting date in the range to report. Only batches that start on or before this date are included on the report.
Select one of the following to indicate how to sort the report:
Batch No to sort the report by batch document number.
Start Date and Batch No to sort the report by start date and the batch document number.
Click OK.
Complete the fields on the Submit Request window.
Click Submit.
View or print the report.
The following table lists and describes various fields on the Material Usage and Substitution Variance report:
| Field Name | Description |
|---|---|
| Currency | Displays the currency used in the calculation. For example, USD is United States dollars. |
| Batch | Displays the batch document number. |
| Recipe | Displays the recipe used to produce the batch. |
| Version | Displays the recipe version number. |
| Batch Size | Displays the planned quantity of the primary product. |
| Item | Displays the code for the ingredient. |
| Revision | Displays the revision of the item. |
| Description | Displays a brief description of the ingredient. |
| Accounting Unit Cost | Displays the unit cost of the ingredient. |
| Accounting Quantity | Displays the planned quantity of material in the primary unit of measure. This quantity is scaled for the batch. |
| UOM | Displays the primary unit of measure. |
| Actual Usage | Displays the actual quantity of material used in the primary unit of measure. |
| Quantity Variance | Displays the difference between Actual Usage and the Accounting Quantity. |
| Variance % | Displays as the (Quantity Variance/Accounting Quantity) * 100%. |
| Value Variance | Displays the difference between the value of material actually used and the value of material expected to use. |
| Total Variance | Displays the total of all Value Variances. |
| Total Usage Variance | Displays the difference between the Value Variance and Usage Variances. |
| Total Substitution Variance | Displays the total value of variances that result from ingredient substitution. |
Item Substitution for Batches is a concurrent program that substitutes the given items in the pending batches that match the effective date range. The concurrent program substitutes the item and displays the output that lists the updated batches and errors encountered during the substitution. You can run this program from the Process Execution Concurrent Programs window or directly from the Batch Details window Inventory menu.
Note: The batches that are placed on hold in Stop mode are not included.
Prerequisites
To run the Item Substitution for Batches concurrent program from the Process Execution Concurrent Programs window
Navigate to the Parameters window.
Enter From Batch Number and To Batch Number to update batches within a specific range of batch numbers.
Enter the Ingredient to only update batches containing a specific ingredient.
Enter the Start Date. The start date refers to the Ingredient Substitution Date selected in the Process Execution Parameters window, which could be one of the following dates:
Batch planned start date
Ingredient requirement date
Batch planned completion date
Pending batches with a start date later than the date entered are updated with the substitute item.
Enter the End Date. Pending batches with an Ingredient Substitution Date, as defined in the Process Execution Parameters window, between the Start Date and End Date are updated after you run the concurrent program. If the End Date is not specified, then all pending batches later than the Start Date are updated.
Click OK.
Click Submit. Note the Request ID number.
Note the Request ID number.
Select View from the menu and select Requests to view the status of your request in the concurrent program manager. When your request ID is complete with a Status of Normal, display the results of the item substitution.
Click View Output on the Requests window to view the item substitutions performed in the batches.
To run the Item Substitution for Batches concurrent program from the Batch Details window
Navigate to the Batch Details window.
Find the pending batch for which you want to run Item Substitution for Batches.
Determine whether you want to run the program for all ingredients with valid substitutions in the batch or for only one ingredient.
To run the program for all ingredients in the batch, click in one of the batch header fields.
To run the program for only one ingredient, select the ingredient line.
Choose Substitute Items from the Inventory menu.
This action runs the Item Substitution for Batches concurrent program.
The following table lists and describes various fields on the Item Substitution for Batches concurrent program output:
| Field Name | Description |
|---|---|
| Organization ID | Displays the organization name. |
| Old Item | Displays the item to substitute entered on the Parameters window. |
| Date Range | Displays the effective date range entered on the Parameters window. All the batches in this date range with matching criteria are substituted. |
| From Batch Number and To Batch Number | Displays the batch number range entered on the Parameters window. All the batches in this range with matching criteria are substituted. |
A message displays that the substitutions are successful. If a substitution does not occur for a batch, then an error message displays.
OPM Outside Processing Report enables users to view all purchase orders linked to a batch.This report will give details of the Purchase Order related information according to the selected criteria submitted when running the report.
To submit the OPM Outside Processing report
Navigate to the Submit Request window.
Enter OPM Outside Processing in the Name field.
Enter the following parameters to narrow the scope of the report:
From Batch No is the number of the first batch to include on the report.
To Batch No is the number of the last batch to include on the report.
To Product is the first product to include on the report.
From Product is the last product to include on the report.
Status is the batch status.
Open POs Only is set to Yes.
Click OK.
Complete the fields on the Submit Request window.
Click Submit.
View or print the report.
The following table lists and describes various fields on the OPM Outside Processing report:
| Field Name | Description |
| Batch | Displays the batch document number. |
| Product | Displays product code and description. |
| Status | Displays the status of the batch. |
| Quantity Completed | Displays the quantity completed. |
| Scheduled Start Date | Displays the start date scheduled for the batch. |
| Sched Completion Date | Displays the completion date scheduled for the batch. |
| Step No | Displays batch step sequence number. |
| Res Seq | Displays the resource sequence. |
| Resource | Displays the resource being used. |
| PO Number | Displays the purchase order number |
| PO Release | Displays the purchase order release status. |
| Buyer | Displays the name of the buyer. |
| Vendor | Displays the name of the vendor. |
| PO Line | Displays purchase order line information. |
| Outside Processing Item | Displays the item being processed outside |
| UOM | Displays the primary unit of the measure for the item. |
| PO Shipment | Displays the purchase order shipment number. |
| Quantity Ordered | Displays the quantity ordered. |
| Quantity Delivered | Displays the quantity delivered. |
| Due Date | Displays the delivery due date. |
The Ingredient Picking concurrent program lets you pick ingredients for pending and WIP batches that have open ingredient requirements. The concurrent program picks the ingredients for the batches and displays the output that lists the picked batches and errors encountered during the picking.
Note: The batches that are placed on hold in Stop mode are not included.
To run the Ingredient Picking concurrent program
Navigate to the Parameters window.
Enter Batches as:
All Batches to include unpicked and backordered batches. Default.
Backordered Batches Only for batches that have backordered requirements only.
Select Include Pending as Yes to include pending batches.
Select Include WIP as Yes to include work in process (WIP) batches.
Enter any of the following:
From Batch number to include batches with batch numbers starting with this number.
To Batch number to include batches with batch numbers between this batch number and From Batch number.
Operation to include batches with open ingredient requirements for an operation.
Version to include batches with open ingredient requirements for a version of the operation.
Product to include batches that produce a specific product.
Ingredient to include batches that use a specific ingredient.
Days Forward as the number of days to consider requirements for the pick release.
From Date and To Date to include batches that have ingredient requirements within a specific date range.
Enter the Pick Slip Grouping Rule to use for picking.
Select Print Pick Slip as Yes to print pick slips.
Select Plan Tasks as Yes to create tasks. This is enabled for Warehouse Management Systems enabled organizations only. If this is selected as Yes, then picking tasks are created but not released. Refer to the Oracle Warehouse Management User's Guide and the Oracle Mobile Supply Chain Application for Oracle Process Manufacturing for more information.
The Migration Recreate Open Batches is a concurrent program that allows you to recreate all the pending batches that were cancelled during the validation.
Important: This concurrent program applies to migration to Release 12.0.
To run the Migration Recreate Open Batches concurrent program
Navigate to the Submit a New Request window.
Select Migration Recreate Open Batches.
Click Submit.
Note the Request ID Number.
The Make to Order concurrent program enables you to create batches or firm planned orders in response to sales orders and based on the applicable make to order rules. See: Setting Up Make to Order Rules.
Note: For input parameters where you can specify a range (Low and High values) the following conditions apply:
If you specify a Low value and not a High value, then the program considers all order lines that meet or exceed the Low value for batch or FPO creation .
If you specify a High value and not a Low value, then the program considers all order lines that are equal to or less than the High value entered for batch or FPO creation.
To run the Make to Order concurrent program
Navigate to the Parameters window and enter appropriate information in the following fields.
| Field Name | Description |
|---|---|
| Operating Unit | Enter the organization where the production of the items mentioned in the sales orders is planned. The parameter can be defaulted or specified at run time. If this program is run for a specific Operating Unit then list of values for operating unit dependent parameters will be validated against the Operating Unit entered. Else those parameters will show appropriate values for all Operating Units the user has access to. |
| Use Reservation Time Fence | Set as Yes to include the value of the Process Execution Parameter, Use Reservation Time Fence, when creating batches or FPOs using the concurrent program. |
| Order Number (Low) and Order Number (High) | Enter appropriate values to consider a sales order or a range of sales orders for creating batches or firm planned orders. |
| Customer Name | Enter the name of customer to create batches or FPOs for sales orders from a specific customer. |
| Order Type | Enter appropriate order type to create batches or FPOs for sales orders of a specific order type. |
| Line Type | Enter appropriate line type to create batches or FPOs for sales orders for a specific line type. |
| Warehouse | Enter the name of warehouse to create batches or FPOs by warehouse (organization). |
| Item | Enter the name of specific item required for which you want to create batches or FPOs. |
| Line Request Date (Low) and Line Request Date (High) | Enter the dates to consider sales orders with line requests that were placed in a specific date range, for batch or FPO creation. |
| Schedule Ship Date (Low) and Schedule Ship Date (High) | Enter the dates to consider sales orders with schedule ship dates in a specific date range for batch or FPO creation. |
| Schedule Arrival Date (Low) and Schedule Arrival Date (High) | Enter the dates to consider sales order with schedule arrival dates in a specific date range for batch or FPO creation. |
| Ordered Date (Low) and Ordered Date (High) | Enter the dates to consider the sales orders that were ordered in a specific date range, for batch or FPO creation. |
| Demand Class | Enter the specific demand class to consider sales orders for batch or FPO creation. For example, internet sales, catalog sales. Refer to the Oracle Advanced Supply Chain Planning and Implementation Guide for more information. Enter a Demand Class previously defined in the application. |
| Planning Priority | Enter the planning priority to consider sales orders for batch or FPO creation. For example, you can set the concurrent program to first cum first serve basis planning priority to create batches for a sales order that was booked first. Enter a Planning Priority previously defined in the application |
| Booked | Set this option to Yes if the sales order is booked for production. |
Click OK, then Submit.
The log file generated as a result of submission of the concurrent program displays the batch or FPO created for production based on the parameters entered.